San Luis Obispo, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SLO Credit Union, founded in 1953, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Net assets of $4.2M represent 43 months of operating reserves.
Non-profit, State-Chartered, Natural Person Credit Union. Provide competitive financial services to the members of SLO Credit Union.
Provided deposit and loan accounts to 1,584 members. Provided low cost source of credit and low cost financial services to our members. Provided source for member savings and checking account needs.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $1,183,395 | $990,671 | +0.2% |
| Expenses | $1,165,704 | $865,350 | +0.3% |
| Net Income | $17,691 | $125,321 | -0.9% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Donna Severs | CEO | 40.00 |
Officer
|
$130,000 | $0 | $130,000 |
| Dane Smith | CFO | 40.00 |
Officer
|
$91,083 | $0 | $91,083 |
| Ora Sue Fellows | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Caryn Maddalena | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Ann Hall | Chairperson | 1.00 |
Director
|
$0 | $0 | $0 |
| James Gater | Vice Chair Pers | 1.00 |
Director
|
$0 | $0 | $0 |
| Matt Janssen | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Steve Senet | Secretary/Treas | 1.00 |
Director
|
$0 | $0 | $0 |
| Carl Nelson | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Ken Finney | SC Chairman | 1.00 |
Director
|
$0 | $0 | $0 |
| Duane Leib | SC Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Vince Morici | SC Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $1,183,395 | $1,165,704 | $35,135,863 | $17,691 |
| 2022 | $990,671 | $865,350 | $37,323,013 | $125,321 |
| 2021 | $797,995 | $777,531 | $39,493,314 | $20,464 |
| 2020 | $829,615 | $887,546 | $36,602,392 | $-57,931 |
| 2019 | $858,999 | $859,279 | $32,556,628 | $-280 |
| 2018 | $805,042 | $847,683 | $32,167,602 | $-42,641 |
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